Kelly M. Stanley

My Process

Before you ever sign an engagement letter, we'll take you through our Retirement Readiness process which will answer three questions: 1.) How can my investments be optimized? 2.) How can I lower my tax bill? 3.) Am I on the right track for retirement? Once you join the Cogent family you can expect to be taken through our Design, Build and Protect process which includes building a financial plan that will address the key areas of your financial life: - Investment Management - Tax planning - Risk management - Estate planning - Education Planning - Charitable Giving You will gain a partner, a confidant and fearless guide, always available with a listening ear and sound financial advice. At Cogent Strategic Wealth, we’ve made it our business to take the guesswork out of investing and financial planning. With years of experience under our belts, we specialize in crafting personalized strategies that help our clients achieve long-term success. We take pride in being clients of our own firm, which means we treat your finances with the same care and attention we give to our own loved ones.